← All themes GLP-1 & Obesity

Obesity Second-Order Effects

Weight-loss medicines change demand well outside healthcare — in snacks, alcohol, apparel sizing, dialysis, and bariatric surgery. Some companies gain from the shift and others lose, which is exactly why the linkage is worth tagging.

26 stocks

# Name Holding Trade Value Theme
Stocks 		% of
Portfolio 		Status
51
GGHC
Gilder Gagnon Howe & Co
New York
$189M +$58.9M 2 2.04% Increased
52
Franklin Resources
Franklin Resources
California
$186M +$106M 6 0.1% Increased
53
Swiss National Bank
Swiss National Bank
Switzerland
$182M +$5.11M 10 0.21% Increased
54
California Public Employees Retirement System
California Public Employees Retirement System
California
$177M +$6.97M 10 0.24% Increased
55
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$173M +$37.2K 13 0.08% Increased
56
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$164M -$17.1M 2 1.17% Reduced
57
AL
AJO LP
Pennsylvania
$160M +$28.3M 5 0.74% Increased
58
AQR Capital Management
AQR Capital Management
Connecticut
$156M -$20.6M 8 0.16% Reduced
59
Boston Partners
Boston Partners
Massachusetts
$155M +$5.2M 3 0.19% Increased
60
First Trust Advisors
First Trust Advisors
Illinois
$155M +$17.1M 11 0.32% Increased
61
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$153M +$1.78M 11 0.19% Increased
62
TimesSquare Capital Management
TimesSquare Capital Management
New York
$152M +$37.1M 2 1.02% Increased
63
APG Asset Management
APG Asset Management
Netherlands
$147M +$109M 5 0.27% Increased
64
1WCM
12 West Capital Management
New York
$144M $0 1 11.91% Maintained
65
Principal Financial Group
Principal Financial Group
Iowa
$143M -$4.05M 10 0.13% Reduced
66
PWAM
Park West Asset Management
California
$141M -$50.9M 2 5.25% Reduced
67
Gates Capital Management
Gates Capital Management
New York
$140M -$5.54M 1 3.95% Reduced
68
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$140M +$4.95M 2 0.84% Increased
69
MCMC
Matrix Capital Management Company
New Hampshire
$135M $0 1 3.83% Maintained
70
Victory Capital Management
Victory Capital Management
Texas
$134M -$7.24M 9 0.29% Reduced
71
JP
Jana Partners
New York
$134M +$16.4M 1 3.56% Increased
72
Panagora Asset Management
Panagora Asset Management
Massachusetts
$133M +$13.6M 7 0.53% Increased
73
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$132M +$40.3M 6 0.25% Increased
74
TD Asset Management
TD Asset Management
Ontario, Canada
$130M +$23.3M 7 0.2% Increased
75
Jennison Associates
Jennison Associates
New York
$129M +$6.05M 3 0.13% Increased
1 2
3
4 5